See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STEVENSON KEPPELMAN1 year Filed as: THE STEVENSON GROUP Service code 26 6515 LONGSHORE LOOP · DUBLIN, OH 43017 | Advisory (Participants) | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 18 6515 LONGSHORE LOOP · DUBLIN, OH 43017 | Custodial (other than securities); Cu... | $0 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 6.36% | 11.01%-4.7pp | 8.09%-1.7pp | 7.65%-1.3pp |
| Employer contribution / active EE | $2,148 | $13,413-84.0% | $28,732-92.5% | $20,599-89.6% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |